About

We’re committed to providing the highest level of service and expertise to you and your future generations. Daily monitoring of your portfolio and ongoing review of your long-term financial strategy allow us to anticipate and adjust for both market trends and economic conditions, and your changing needs and significant life events — to help you meet your financial goals at every stage of your life.
Please send us an e-mail to request our book -
"The Art of Investing & Portfolio Management,"
McGraw Hill, 2005 Foreword by Mark Markland, CFP® & Rick Newman, Ph.D